ABNB in the 13F filings
Airbnb Inc · CUSIP 009066101
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Aug 2025
- latest of these filings; the earliest 30 Jul 2025
- Managers listing it
- 34
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 25 listed it in both
- Shares listed
- 75,456,266
- combined, among listed positions
- Reported value
- $10.0bn
- combined, at the quarter end
Among the 95 comparable managers: 27 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing ABNB in Q2 2025
34 of 34 holders
What managers have written about ABNB
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Airbnb's 2020 IPO letter from the founders · Airbnb · 16 Nov 2020 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Harris Associates LPexisting position · 14,237,331 shares now+4,292,383
- Wellington Management Group LLPexisting position · 6,556,010 shares now+2,192,930
- Millennium Management LLCnew position · 1,274,743 shares now+1,274,743
- Invesco Ltdexisting position · 5,167,487 shares now+1,161,374
- Two Sigma Investments LPexisting position · 1,467,681 shares now+769,033
Reductions
- AQR Capital Management LLCexisting position · 2,692,599 shares now-1,589,924
- Renaissance Technologies LLCexisting position · 2,297,042 shares now-1,530,882
- Fidelity (FMR LLC)existing position · 14,138,919 shares now-1,170,828
- Polen Capital Management LLCexisting position · 7,354,228 shares now-372,376
- Artisan Partners LPexisting position · 1,024,347 shares now-237,993
New positions and exits
New (4)
Exited (2)
- Capital World Investorswas $1.2bn
- Element Capital Management LLCwas $2.5m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2020 | 18 | $4.8bn | n.a. | n.a. |
| Q1 2021 | 16 | $4.4bn | n.a. | n.a. |
| Q2 2021 | 32 | $8.7bn | n.a. | n.a. |
| Q3 2021 | 28 | $12.6bn | n.a. | n.a. |
| Q4 2021 | 23 | $13.8bn | n.a. | n.a. |
| Q1 2022 | 29 | $16.4bn | n.a. | n.a. |
| Q2 2022 | 23 | $8.8bn | n.a. | n.a. |
| Q3 2022 | 21 | $9.9bn | n.a. | n.a. |
| Q4 2022 | 23 | $8.5bn | n.a. | n.a. |
| Q1 2023 | 21 | $11.7bn | n.a. | n.a. |
| Q2 2023 | 21 | $13.9bn | n.a. | n.a. |
| Q3 2023 | 22 | $13.5bn | n.a. | n.a. |
| Q4 2023 | 16 | $11.7bn | 6 | 10 |
| Q1 2024 | 24 | $14.7bn | 16 | 8 |
| Q2 2024 | 30 | $11.1bn | 21 | 10 |
| Q3 2024 | 27 | $9.3bn | 17 | 11 |
| Q4 2024 | 27 | $9.3bn | 18 | 10 |
| Q1 2025 | 30 | $8.8bn | 20 | 13 |
| Q2 2025 | 34 | $10.0bn | 27 | 9 |
| Q3 2025 | 32 | $9.3bn | 22 | 12 |
| Q4 2025 | 35 | $12.2bn | 25 | 19 |
| Q1 2026 | 38 | $11.7bn | 24 | 22 |
| Q2 2026 | 29 | $13.1bn | 16 | 27 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ABNB, latest filings →Back to the 13F Explorer →